Experience Enthusiastic Virtual Assistant

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Full Time






Apr 01, 2023


Experienced Virtual Assistant needed for Mortgage Broker/Insurance Broker

General Office Support
virtual assistant can provide proactive and multifaceted general office support to lighten Upgrade to see actual infomunicate effectively with mortgage lenders, clients, real estate agents, and loan processors throughout the mortgage loan process
Assist Lenders and communicate with Management, Underwriters and Colleagues regarding loans and Lender requests.
Client Support
Your clients expect excellent customer service, timely communication, and overall dependability. A virtual assistant can help you accomplish all that and more.

Administration of retainage/escrow accounts
Prepare agreements, new account documents
Organize receipts and disbursement requests
Assist with opening new customer accounts by assuring that all required information and documentation are provided and that the file is complete
Calendar Management
Let your virtual assistant manage your calendar to ensure you’re in the right place at the right time.

Schedule and track meeting/training sessions along with preparing training materials as needed
Schedule appointments with new leads, as well as existing, accounts

Answer emails and phone calls from customers.
Make travel arrangements.
Schedule appointments.
Make cold calls to generate leads from a provided spreadsheet.
Create content to post on the company’s social media channels.
Conduct online research to find address and contact details for a given list of companies.
Prepare presentations according to instructions given.

Advertising. We’ve already touched on this briefly but it can’t be said enough. Managing your social media accounts and getting your name out there is the key to getting any business to flourish, new or old.
Data entry. This is a tedious but necessary task to make sure everything keeps running smoothly. Because of the time data entry may take, a virtual assistant is perfect for this role.
Marketing. A bit in the realm of advertising, this goes out on a more professional level, much like networking around the market. Getting your name out to big businesses in a professional manner can really help get you more work.

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High school diploma or GED
Bachelor’s degree preferred in some roles
Over three years of experience in a Virtual Assistant role
Familiarity with latest workplace technologies, including VoIP, online calendars and desktop sharing
Working knowledge of spreadsheet and word-processing program
Excellent multitasking, time management and organizational skills
Ability to work with minimum supervision
Must have a PC and reliable Internet connection

Manage mortgage and insurance applications from start to finish, including data entry, document preparation, and submission
Conduct research on mortgage and insurance products, rates, and regulations
Handle client communication and follow-up via email and phone
Maintain client and business records and documents
Schedule appointments and coordinate calendars for brokers
Assist with marketing and lead generation activities, such as email campaigns, social media updates, and webinars
Provide exceptional customer service to clients and prospects
Help with general administrative tasks, such as file organization, invoice management, and data entry
Manage and update the company website and social media accounts
Prepare reports and analyze data to help inform business decisions
Coordinate with external vendors and partners as needed

Proven experience as a Virtual Assistant or similar role, preferably in the mortgage or insurance industry
Strong communication and interpersonal skills, with the ability to build and maintain professional relationships
Excellent organizational and time-management abilities, with the ability to prioritize tasks effectively
Knowledge of mortgage and insurance products and regulations is highly desirable
Proficiency in Microsoft Office and Google Suite, as well as project management software such as Asana or Trello
Ability to work independently and manage multiple tasks simultaneously, with a strong attention to detail
Experience with website design and maintenance, social media management, and digital marketing is a plus
Familiarity with CRM software such as Salesforce or HubSpot is highly desirable
High-speed internet connection and reliable computer equipment
Availability to work during business hours in the Eastern Time Zone
We offer a competitive compensation package, flexible work hours, and the opportunity to work with a growing business in the mortgage and insurance industry.

To apply, please submit your resume and a brief cover letter outlining your qualifications and relevant experience. We look forward to hearing from you!


Office & Admin (Virtual Assistant)
Sales and Marketing
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